Advisor Tax Mistake #1-Getting Bad Tax Advice
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives.
This article is the last in a series of the seven most common mistakes financial advisors make on tax planning with clients.
In my previous article, I discussed respecting the value of the COI’s time, staying top of mind in a good way, making it easy to send referrals, taking action, and keeping perspective. In this week’s article, you can read Steven’s advice about staying educated and updated on the tax codes so you can implement the strategies and actions that are most relevant to the clients you serve.
Recommended Articles
5 Things Taxpayers Get Wrong When Itemizing Deductions
Background Everyone is interested in lowering their taxable income. The desire to personally pay less might be one of the few views consistently shared across all political party lines. […]
Read More
What’s Your IRA Really Worth?
Background: Tax-deferred Accounts Tax-deferred retirement accounts, like IRAs and traditional 401(k)s, are only one piece of the retirement plan puzzle. While there are other important pieces, these accounts tend to […]
Read More
5 Myths That Your Clients Believe About Taxes
“The tax code is complicated… boring and overrated… You don’t want that, you want a pro!!!!!!!” Of course, we are very proud of how well those lyrics fit the […]
Read More
